Client Relationship Manager

EP Wealth Advisors; Torrance (CA); Hybrid; USD 90,000 - 120,000; Full time

Benefits offered by this job

11 Paid Holidays

3 Weeks PTO

Flexible Work Schedule

Health, Dental, and Vision Plans

401k with company match

Mental Health services

Employee Educational Expense Reimbursement

Job summary

A leading wealth management firm in California is seeking a Client Relationship Manager to oversee client service operations. This role involves supervising staff, ensuring adherence to policies, and maintaining strong client relationships. Ideal candidates will have 7+ years in financial services, including 3+ years in a supervisory capacity, with excellent communication and problem-solving skills. Competitive salary range of $90,000 - $120,000 plus bonuses. This is a hybrid position allowing work from various locations.

Qualifications

• 7+ years’ experience in investment advisory or financial services with 3+ years supervisory experience.
• Exceptional business judgment and focus on risk management.
• Proficiency in Microsoft Office and experience with financial software.

Responsibilities

• Oversee servicing of client relationships and act as primary contact.
• Supervise, mentor, and train staff to enhance performance.
• Work with HQ departments to ensure adherence to policies and standards.

Skills

Client service

Communication

Problem-solving

Organizational skills

Education

Bachelor's Degree in Business, Finance, or Economics

Tools

Microsoft Office

Tamarac Advisor View

CRM systems

Job description

Join to apply for the Client Relationship Manager role at EP Wealth Advisors

3 days ago Be among the first 25 applicants

This range is provided by EP Wealth Advisors. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.

Base pay range

$90,000.00/yr - $120,000.00/yr

About EP Wealth Advisors

EP Wealth Advisors (EPWA) is a wealth management advisory firm with over $40.5 billion as of September 30, 2025, serving predominately high net worth individuals. EPWA fosters an inclusive environment that offers opportunities for our associates to learn, grow and enhance their skills to take on new challenges to progress in their professional careers.

Role Overview

The Client Relationship Manager is an integral member of the branch office leadership team overseeing all client service and local oversight duties by partnering with the regional director, wealth advisory, financial planning, and internal support teams to ensure office operations run efficiently and in accordance with company policies. Our ideal candidate will have a demonstrated track record of delivering excellent client service, with exceptional organizational, communication, and problem‑solving skills. This is a first-line supervisory role with dedicated management functions of the local client support staff. You will join a team of dynamic, collaborative, and client‑focused professionals who are focused on delivering on our founding core values: Integrity, Entrepreneurial, Inclusion and Connection.

Hybrid role – can be based in West Los Angeles, Valencia, Westlake Village

Salary Range: $90,000 - $120,000 plus annual bonus

Job Description

• Direct, lead, and oversee servicing of client relationships as primary point of contact for inquiries related to account maintenance, cash management, distributions, and investment reporting
• Partner with wealth advisor, financial planner, and internal departments to ensure client requests are executed within defined service level agreements (SLAs)
• Accountable for supervising, mentoring, training, and development of associates to include regular coaching sessions, training recommendations, and writing and delivery of performance evaluations
• Serve as local champion in technology adoption, process improvements, CRM data integrity and adoption, as well as represent central liaison between regional office and HQ to communicate key client service and operations initiatives to local support and advisory team
• Develop and maintain trusted relationships with custodian partners, vendors, client professional contacts, and service providers
• Work with HQ departments (Operations, Compliance, Marketing, etc.) to ensure adherence of firm policies and procedures, conduct routine audit duties, and act as local resource for training and education of staff
• Partner with Human Resources and Department Head to identify and interview qualified candidates, make informed hiring decisions, assist with onboarding and training of new associates
• Research and resolve routine to complex client issues related to atypical business situations and possesses excellent business judgment to determine solutions within defined risk management criteria
• Oversee new client onboarding activities (directly and indirectly) including the collection of required documentation, partnering with internal operations teams on process execution, client portal setup, welcome calls, and proactive communication with clients
• Participate in small-to-large project initiatives with varying degrees of complexity that directly impact the client service and operations organization to include process development, project management, and training as required

Qualifications

• Bachelor's Degree, preferably with a concentration in Business, Finance, Economics, or related field (equivalent education and experience will be considered)
• Ideal candidates will have 7+ years’ experience working in investment advisory, asset management or a financial services company with 3+ years direct supervisory experience
• Excellent communication skills with ability to develop and maintain strong relationships with clients, prospects, and team members across the organization
• Exceptional business judgment and focus on risk management
• Strong organization and attention to detail are essential with the ability to prioritize and multi-task effectively in a fast‑paced environment
• Proficiency using Microsoft Office (Outlook, Word, Excel). Experience with Tamarac Advisor View, CRM, eMoney, and custodian websites (Schwab, Fidelity) is highly desired.

What We Offer

We offer a highly competitive suite of holistic benefits designed to help our team members balance their personal and professional life commitments. These include options designed to encourage employee's health, happiness, and financial well‑being.

• 11 Paid Holidays + 2 floating holidays
• 3 Weeks (PTO)
• Paid Volunteer Time
• Flexible Work Schedule
• Highly subsidized Health, Dental, and Vision Plans
• 401k Retirement Account with company match contributions
• Free Mental Health services, Life Insurance, Long & Short-Term Disability Insurance
• Flexible Spending Accounts and Health Savings Accounts
• Employee Financial Education
• Employee Educational Expense Reimbursement
• Employee Charitable Donations
• Employee Referral Incentives
• Employee Team Building Activities
• Employee Assistance Program

EPWA is an equal opportunity employer. Prospective employees will receive consideration without discrimination because of race, creed, color, sex, gender, gender expression, gender identity, sexual orientation, age, religion, national origin, ancestry, mental disability, physical disability, medical condition, genetic information, marital status, military and veteran status, or any other basis protected by law.

Seniority level

Mid-Senior level

Employment type

Full-time

Job function

Sales and Business Development

Referrals increase your chances of interviewing at EP Wealth Advisors by 2x